Capital Flow Monitor · Placement agents
David Levinson
Registered representative · American Trust Investment Services, Inc. · CRD 705929
Real-estate raises
6
Lodging raises
0
All raises seen
6
Total offered
$535.8M
Licensed / soliciting in: CA FL HI IA MA MD ME NV NY SC TX WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-27 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 100.0% |
| 2026-03-09 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 97.1% |
| 2026-01-28 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 80.4% |
| 2026-01-12 | Moody Village Towers DST TX | Commercial | 506(c) | $136.3M | 42.5% |
| 2025-12-30 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 60.4% |
| 2025-12-18 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 47.9% |